How a Financial Advisor Adds Value (Experience)

Many people find it increasingly difficult to invest on their own, particularly as they amass wealth and their financial situations become more complex.  That's when professional financial advice can help.

An experienced financial advisor provides customized portfolio management and disciplines which can better position you to reach your long term investment objectives.  A good financial advisor will also build a relationship with you that goes beyond traditional financial planning and results in a more valuable financial life-planning approach.

Derived from:  The Vanguard Group

The information contained in this article does not constitute a recommendation, solicitation, or offer by D2 Capital Management, LLC or its affiliates to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service. D2, its clients, and its employees may or may not own any of the securities (or their derivatives) mentioned in this article.

The Jacksonville Business Journal has ranked D2 Capital Management in 

the top 25 of Certified Financial Planners in Jacksonville

D2 Capital Management is a Member of the Southside Businessmen's Club and the Beaches Business Association